Is there a way to generate a customer packing slip without creating a customer invoice?

3 replies
81 views

Creating an invoice posts it in accounts receivable. In my company, our sales process can take up to six weeks from beginning to end. We invoice customers after the item has been delivered. I don't want to show an open receivable on the books for that long.

QuickBooks Online

JasroV

Level 8

Nice to have you in the Community space, @deniseo-southeas.

Creating a packing slip without recording an invoice isn’t possible in QuickBooks Online (QBO). As a way around, you can look for a third-party app that lets you create a packing slip without creating an invoice.

You can go to the Apps menu from your account or visit our QuickBooks App Store for reference. There, you can look for apps that suit your business needs.

Moreover, in case you have a customer that you invoice regularly, you can create a recurring transaction instead. This way, you won’t have to create an invoice every time your customer buys something from you. To be guided, check out this article: How to create a recurring invoice and manage recurring transactions.

Let me know in your reply if you have any other concerns or questions about invoices. I’ll be around to help you. Have a great day ahead and more power in your business!

Fiat Lux - ASIA

Level 14

Are you running an exporter company?

Vincent M

Create an invoice at 0$ then create the packing slip

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